Filed April 22, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,530 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $3,550 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,514 | $111,491-11.6% | $189,513-48.0% | $86,799+13.5% |
| Participation rate | 89.1% | 87.3%+1.8pp | 87.8%+1.3pp | 72.3%+16.8pp |
| Annual return | 11.45% | 83.50%-72.1pp | 555.15%-543.7pp | 97.91%-86.5pp |
| Employer contribution / active EE | $2,215 | $3,951-43.9% | $6,162-64.0% | $2,405-7.9% |
| Participant deferral / active EE | $5,958 | $6,437-7.4% | $8,221-27.5% | $4,131+44.2% |
| Admin fee / account holder | $11 | $189-94.0% | $12,045-99.9% | $170-93.4% |